What is the true value of NAL. - Reminder Sayona's all in cost was $196m, but the cash component of the deal that we pay up front is around $96m and 25% or that will be paid by Piedmont who owns a 25% stake in Sayona Quebec, so $72m will be the Sayona's portion. NAL has a resource size of 57.7 Mt a fully operational concentrator to produce spodumene, a pilot hydroxide plant capble of delivering 2000 tpa of hydroxide and a chemical plant capable of producing 23,000 tpa of lithium-cabonate. With a few improvement the plant will be able to produce up to 30,000 tpa of hydroxide.
Now lets see what others are paying to have this built for them in todays dollars.
Sample 1: Mt.Holland
$1.5 Billion = 1.9 Billion AUD
https://www.argusmedia.com/en/news/2189935-australias-downstream-lithium-sector-takes-shape
Sample 2: Piedmont
https://piedmontlithium.com/scoping-update-highlights-the-exceptional-economics-and-industry-leading-sustainability-of-piedmonts-carolina-lithium-project/
838M USD or 1.11 Billion AUD
Sample 3: Nemaska
$960 USD = $1.28B AUD
https://roskill.com/news/lithium-nemaska-lithiums-updated-technical-report-confirms-the-increased-capital-cost-for-its-integrated-lithium-hydroxide-project/
I'd say we pretty much got the deal of the century.
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